Smaller companies are rising quickly to challenge Big Tech as AI’s best trade

Smaller companies are rising quickly to challenge Big Tech as AI’s best trade

Artificial intelligence is no longer a narrow technology trade. It is reshaping energy markets, infrastructure spending, and portfolio construction. Investors who focus only on chips and software risk missing where the next phase of value is occurring, according to investing experts on this week’s episode of CNBC’s “ETF Edge.” Some of the trends and innovations … Read more

Forget AI spending — the biggest risk to this stock market is speculative junk

Forget AI spending — the biggest risk to this stock market is speculative junk

Chicken and egg? Cart before the horse? Six of one, half dozen of the other? After a while, you realize there isn’t a simple phrase to capture the linkages between alternative investments that cloud the landscape of money-making opportunities. What kind of alternative investments am I alluding to? They could be any number of things: … Read more